How do I set up automatic billing for service agreements in ServiceTitan? Can I change the billing schedule for a service agreement after activation?

Problem

You want to know how to set up automatic billing runs for service agreements. You can change billing schedules only by creating a new agreement.

Solution

You can create automatic billing rules and if you want to change the schedule of a service agreement, you need to cancel it and create a new agreement instead.

Create automatic billing rules

1. Go to the navigation bar and click Accounting.

2. From the Invoicing screen, click Recurring Billing.

3. In the side panel, click Automatic Billing Rules.

4. In the Create a Rule tab of the Automatic Billing Rules section, enter the necessary details to set up the automatic billing rule.        

   1. For memberships with a billing date from the _ to the _: Enter a range for the days of the month for the next billing date. For example, if you want to create a rule for memberships billed in the first two weeks of the month, enter 1 and 14.

   2. Automatically generate invoices on the _ of the month: Enter the day of the month that you want invoices to be created. If a month has fewer days than the number entered, the last day of the month is used.

   3. Automatically bill invoices on the _ of the month: Enter the day of the month you want the invoice payments to be processed. If a month has fewer days than the number entered, the last day of the month is used.                

      Tip: The invoice and billing date should be the same unless your workflow requires otherwise.

   4. Apply this rule to service agreement invoices: If the rule works for service agreements as well, check this box. The billing rule will include all service agreement invoices that fit the parameters you selected.

   5. When you're done, click Create.

For more, see Manage automatic membership and service agreements billing rules.

Create a new agreement

For the time being, the billing schedule for active Service agreements cannot be changed. You need to create a new service agreement with the right billing schedule.

1. Go to the customer profile with the active service agreement.

2. Go to the Service Agreements tab.

3. Click Create New Service Agreement.

4. Enter the customer's information and service details.

5. In the Billing Schedule and Payment Terms section set the billing schedule to the desired schedule type. For more, see Create a service agreement step 6: Billing schedule and payment terms.

6. Review the new agreement for accuracy.

7. Save and activate the new service agreement.